Alex Potts
Chief Executive Officer at Loring Ward International Ltd.
Alex Potts active positions
Companies | Position | Start | End |
---|---|---|---|
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Chief Executive Officer | 11/08/2009 | - |
President | 11/08/2009 | - | |
Loring Ward Holdings, Inc.
Loring Ward Holdings, Inc. Investment ManagersFinance Loring Ward Holdings, Inc. operates as an investment adviser. The company was founded by Carl Reinhardt, Alan Werba and John Bowen in 1990 and is headquartered in San Jose, CA. | Corporate Officer/Principal | - | - |
Chief Executive Officer | - | - | |
President | - | - |
Career history of Alex Potts
Former positions of Alex Potts
Companies | Position | Start | End |
---|---|---|---|
SA Funds – Investment Trust | President | - | 30/12/2004 |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Chief Executive Officer | 30/06/2006 | - |
Investment Committee Member | 30/06/2006 | - | |
President | 30/06/2006 | - | |
Loring Ward Financial, Inc. | Chief Operating Officer | - | - |
RNP Advisory Services, Inc.
RNP Advisory Services, Inc. Investment ManagersFinance RNP Advisory Services, Inc. engages in the provision of wealth planning and investment management solutions. It offers advisor coordination, education, business, and corporate retirement planning services. The company was founded by Carl H. Reinhardt and is headquartered in Morgan Hill, CA. | Chief Operating Officer | - | 11/08/2009 |
President | 11/08/2009 | - | |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Director/Board Member | - | - |
Corporate Officer/Principal | - | - | |
Loring Ward Securities, Inc.
Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Founder | - | - |
President | - | - |
Training of Alex Potts
Santa Clara University | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
President | 6 |
Chief Executive Officer | 3 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
Loring Ward Securities, Inc.
Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Finance |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
RNP Advisory Services, Inc.
RNP Advisory Services, Inc. Investment ManagersFinance RNP Advisory Services, Inc. engages in the provision of wealth planning and investment management solutions. It offers advisor coordination, education, business, and corporate retirement planning services. The company was founded by Carl H. Reinhardt and is headquartered in Morgan Hill, CA. | Finance |
Loring Ward Financial, Inc. | |
SA Funds – Investment Trust | Miscellaneous |
Loring Ward Holdings, Inc.
Loring Ward Holdings, Inc. Investment ManagersFinance Loring Ward Holdings, Inc. operates as an investment adviser. The company was founded by Carl Reinhardt, Alan Werba and John Bowen in 1990 and is headquartered in San Jose, CA. | Finance |
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